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Quote PDF's no longer being attached to Quotes
Out of the blue the system stopped attaching quote pdf's to the Quote and instead is attaching them to the Opportunity.
I have reviewed the config instructions but they are useless - it says checking the Attach quote pdf/doc will automatically attach the pdf/doc to the quote or the opportunity but no instruction on what you do to ensure it attachs to the quote.
Any help would be greatly appreciated
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Re: Quote PDF's no longer being attached to Quotes
Could you please directly message me your Salesforce org and grant login access for me to look into this further?
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Re: Quote PDF's no longer being attached to Quotes
Hi @Manojna I have sent you a private message with the org id and you have been granted log in access.
Regards, Roger
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Re: Quote PDF's no longer being attached to Quotes
Thank you for providng the access. I will further review and keep you posted on the same
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Re: Quote PDF's no longer being attached to Quotes
By design, if the Quote has an Opportunity(zqu__Opportunity__c) associated, the "Generate Pdf" button will attach the Quote Pdf to the Opportunity when the setting "Attach Quote Pdf/Doc" is enabled in Zuora Config ->Quote Configuration Settings
If there is no Opportunity associated to the Quote, the "Generate PDF" will attach Quote Pdf directly to the Quote
Could you please validate the same behavior in your Org?
One option to get the Quote Pdf attach to the Quote directly is to ensure that the Quote created does not have any Opportunity associated i.equotes created by clicking Opportunity ->New Quote button
Alternatively, If you would not wish to the have the Quote Pdf generated attached to an Opportunity, disable the "Attach Quote Pdf/Doc" setting in Zuora Config ->Quote Configuration Settings and the "Generate Pdf" button will directly open the Quote Pdf
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